Archive for February, 2009

Today’s global economy is changing all the time and is absolutely different from what it was even a short 18 months ago. A good investment last year may not necessarily hold true today, and that is why it is so important to monitor asset allocations and sector rotations. Just like the ongoing monitoring of individual […]


As everyone knows, 2008 was a very tough year and there was really no place to hide, especially in the 4th quarter. Our client’s accounts were down, just like everyone else’s, but down less than most because of the diversification and guidance we provide within our risk-based models. It is our job to implement and […]